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india, the ticket price is very low, so therefore you can't mark up enough imax. in china, it costs a lot of money to go to the movies. >> yeah. an imax ticket is averaging about 15 bucks in china. >> how can they afford to go to the movies?! they can barely eat. >> i think, fortunately, for us, there's enough that can eat and go to the movies. but if you look at the per-screens in china, they're almost double what they are in the united states. and i also think we became part of the growing film-going culture in china. so in the u.s., as you said, you had to get people from the museum mind-set to the commercial -- >> right. >> and in china, when they grew up, this is the way to see blockbuster movies. >> and you think this summer is going to be -- we have new blockbusters to continue the progress of imax for 2012? >> well, if i could predict movies, i would be one of the smartest people in the world, but "the dark knight rises," which chris nolan is directing, over half of it is filmed with imax cameras, which is going to bring a lot of audiences in. "spider-man,
india, the ticket price is very low, so therefore you can't mark up enough imax. in china, it costs a lot of money to go to the movies. >> yeah. an imax ticket is averaging about 15 bucks in china. >> how can they afford to go to the movies?! they can barely eat. >> i think, fortunately, for us, there's enough that can eat and go to the movies. but if you look at the per-screens in china, they're almost double what they are in the united states. and i also think we became part...
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Nov 1, 2012
11/12
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WBAL
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eye 152
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retail operations in countries like india, korea. they've been growing in excess of 15% to 20% a year, and in latin america where they've been growing in excess of 30%, this really gives us a leg up in geographic areas where we didn't have operating platforms. so you combine that with our $1.5 billion platform in europe and our $4 billion platform in north america, it really gives us a leg up on most of the other apparel. and competitors. >> we have steve tanger on. tanger factory outlet today. great partner of the calvin klein brand. you're going to keep that strategy, right? >> oh, absolutely continue to grow that business. we see ourselves with the jeans and underwear business in north america really being able to enhance that business. warnaco is a large company, but about $800 million in sales in north america. us with about four billion. clearly gives scale and leverage to the calvin klein jeans and underwear business. >> you have a heritage business. in their call they talked about a heritage business. i would have thought tha
retail operations in countries like india, korea. they've been growing in excess of 15% to 20% a year, and in latin america where they've been growing in excess of 30%, this really gives us a leg up in geographic areas where we didn't have operating platforms. so you combine that with our $1.5 billion platform in europe and our $4 billion platform in north america, it really gives us a leg up on most of the other apparel. and competitors. >> we have steve tanger on. tanger factory outlet...
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Oct 17, 2012
10/12
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WBAL
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i see they have news for construction in india and indonesia. it has run up $1.84 today. i think the future for first solar is cloudy. and i think sell sell sell. i was too negative earlier. i like line energy. but i like linco better if you are doing it for your ira. thank you. memo to staff. cdrill murphy we might our promise we will deliver. after the break i will make you more money. coming up, piping hot delivery. dominos served the street with a better than expected delivery today. but is the run over? in over 60 countries, cramer finds out when he delivers the earnings exclusive and later time for a turn? there is something lurking in the charts of the s&p that could mean a big move is in store. cramer helps you discover the signs and gets you ahead of the next swing all coming up on "mad money." lysol believes no toilet is complete, until it's completely clean. lysol toilet bowl cleaner gives you maximum coverage from the rim down to the water line to kill 99.9% of germs. and removes stains better than clorox toilet bowl cleaner with bleach. so if you want to do t
i see they have news for construction in india and indonesia. it has run up $1.84 today. i think the future for first solar is cloudy. and i think sell sell sell. i was too negative earlier. i like line energy. but i like linco better if you are doing it for your ira. thank you. memo to staff. cdrill murphy we might our promise we will deliver. after the break i will make you more money. coming up, piping hot delivery. dominos served the street with a better than expected delivery today. but is...
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Oct 31, 2012
10/12
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WBAL
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eye 146
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fourth, india is driving up prices world wide. witness coal demand. finally, it is important. we have a candidate who is very pro coal. governor romney. that is all the good news. now, let me give you a negative. one that will cancel out all the positives. if president obama is reelected, the epa may wave a magic wanted and insist that coal is taken out much quicker than expected. that would crush the coal move. the charts indicate that the long bear market and it may be able to rebound. and rebound hard. i say if you believe, this is technical, it is still waiting to see who wins the presidency. i believe if romney does, you have a coal move. if obama wins, this whole thing could be in jeopardy and you will wish you never heard of any of these stocks. "mad money" is back after the break. today, jason is here to volunteer to help those in need. when a twinge of back pain surprises him. morning starts in high spirits, but there's a growing pain in his lower back. as lines grow longer, his pain continues to linger. but after a long day of helping others, he gets some helpful adv
fourth, india is driving up prices world wide. witness coal demand. finally, it is important. we have a candidate who is very pro coal. governor romney. that is all the good news. now, let me give you a negative. one that will cancel out all the positives. if president obama is reelected, the epa may wave a magic wanted and insist that coal is taken out much quicker than expected. that would crush the coal move. the charts indicate that the long bear market and it may be able to rebound. and...
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Oct 3, 2012
10/12
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KNTV
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india, they heavy subsidized farmers. they were reducing subsidies for farmers. prices are going to be higher. they have been subsidizing farmers for years. they are making good returns. in china different story. they have built the inventories and they are able to ride that cushion and probably into the new year before they start buying. we are seeing the emergence of malaysia and demand starting to grow and they are filling in the holes that are left. >> run of the reasons that the stock went down, they said that there were one time problems involving hurricane isaac and river volumes and rock that need to come from florida. you solved problems or they went away. and the set up of the stock being down doesn't take into account that you may not have any of those problems. >> that is it. those are transient problems. we are not going to likely have weather disruptions. mississippi river. low rates. that is going to pose some problems but it is going to start raining again this fall. it will start again this year and the mississippi will rise and we will find ways
india, they heavy subsidized farmers. they were reducing subsidies for farmers. prices are going to be higher. they have been subsidizing farmers for years. they are making good returns. in china different story. they have built the inventories and they are able to ride that cushion and probably into the new year before they start buying. we are seeing the emergence of malaysia and demand starting to grow and they are filling in the holes that are left. >> run of the reasons that the...
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Feb 22, 2012
02/12
by
CNBC
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and part of us starts no see the per capita penetration in mexico in a place like india or china you and i will be talking a lot. >> yes, we are. obesity, underemployment, emerging markets, each quarter, i try to figure out which was the big trigger pullerful everything hit, right? >> well, we're at this incredible intersection. people are underemployed or unemployed and looking for extra money, full-time income or part-time income. our company has a great track record in both areas. obesity, t2 billion, 3 billion people around the world trying to fight weight. and half the world is trying to lose calories and others will receive them. we're sitting in the intersection of both. it's a luxurious place to be. >> allergan, trouble with the lap-band, weight watchers, what is different about your obesity product than a very good sophisticated company michaeler began and weight watchers? >> i think you and i have spoken about this before. it's the social model. you can come to a nutrition club, a personal coach, somebody work with you. nonpressured environment. we have weight loss challeng
and part of us starts no see the per capita penetration in mexico in a place like india or china you and i will be talking a lot. >> yes, we are. obesity, underemployment, emerging markets, each quarter, i try to figure out which was the big trigger pullerful everything hit, right? >> well, we're at this incredible intersection. people are underemployed or unemployed and looking for extra money, full-time income or part-time income. our company has a great track record in both...
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Apr 2, 2012
04/12
by
CNBC
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india the ticket price is very low and you can't markup imax. in china it cost as lot of money to go to the movies. >> an imax ticket is averaging about $15 in china. >> how can they afford to go to the movies? they can barely eat. >> fortunately for us there's enough who can eat and go to the movies. if you look at the per screens in china, they're almost double than what they are in the united states. i also think we became part of the growing, film-going culture. in china when they grew up, this is the way to see blockbuster movies. >> and you think this summer we have enough blockbuster to continue the -- >> if i could predict movies, i'd be one of the senamartest g in the world." the dark night rising." >> and the warner brothers multi-film deals are important to you? >> years ago they were important. now our business is good enough, there's much more people that want to put their films than we can play. it's not just them. whatever we did, "hunger games," we've got lionsgate, paramount, universal, pretty much everyone. >> you're able to in
india the ticket price is very low and you can't markup imax. in china it cost as lot of money to go to the movies. >> an imax ticket is averaging about $15 in china. >> how can they afford to go to the movies? they can barely eat. >> fortunately for us there's enough who can eat and go to the movies. if you look at the per screens in china, they're almost double than what they are in the united states. i also think we became part of the growing, film-going culture. in china...
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106
Oct 26, 2012
10/12
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WBAL
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eye 106
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the temple integration benefits, we've got a new paper machine starting up in china, a business in india that we just bought, that's starting to get integrated and get some traction. paper volume is growing at almost double digit rates. i think we've got enough on our plate, and we'll go out and generate a lot of cash and use it to create shareholder value. >> and raw costs are pretty good. >> yeah. >> you've got that great combination for gross margin expansion and top line being good. most companies have gross margin contraction and top line being weak. >> i think we've got a lot of opportunity for margin expansion next year, and we're well positioned, we see more of the same. we don't see a snap back in the u.s. economy or the global economies. but where we're positioned, we're in good shape to generate significantly more cash flow next year than we did this year and improve our ebitda. >> thank you, john faraci. this is how the investment process is supposed to work, guys. the company does really good things, keeps its costs down, blows out its sales, makes more money for you, and re
the temple integration benefits, we've got a new paper machine starting up in china, a business in india that we just bought, that's starting to get integrated and get some traction. paper volume is growing at almost double digit rates. i think we've got enough on our plate, and we'll go out and generate a lot of cash and use it to create shareholder value. >> and raw costs are pretty good. >> yeah. >> you've got that great combination for gross margin expansion and top line...
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396
Sep 6, 2012
09/12
by
CNBC
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eye 396
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india inventory levels and where we are with them. it's a positive as one of the better partners to build that brand as we go forward. >> at the same time, you're big in e macy's. to contrast them with jc penney, macy's is on fire. jc penney, there is a lot of criticism. the numbers are down. >> absolutely. uh m macy's put together great results. terry lundgren and the team have continued to hit the ball out of the park. we have been beneficiary of that with our tommy hilfiger and calvin klein. they are two of the largest brands within their complex. we are benefitting by their great execution. i would like the to think we're a real significant part of their success as well. >> going forward, there were two items in the conference call that were confusing to me. you're worried about foreign exchange head winds. the dollar has been getting weaker here. the second is that i have been waiting for the raw costs to go down. you are talking about maybe a 5 to 7% break in raw costs. couldn't it be more? cotton is up huge. >> raw material cos
india inventory levels and where we are with them. it's a positive as one of the better partners to build that brand as we go forward. >> at the same time, you're big in e macy's. to contrast them with jc penney, macy's is on fire. jc penney, there is a lot of criticism. the numbers are down. >> absolutely. uh m macy's put together great results. terry lundgren and the team have continued to hit the ball out of the park. we have been beneficiary of that with our tommy hilfiger and...
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Sep 7, 2012
09/12
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KNTV
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south america, driven by brazil, and asia, driven by china and india are clearly two growth areas for the brands. i think as we look out at 2014 and 2015 there will be huge benefits for us. >> what does fashion night out mean for pvh? >> it's the kickoff to fashion week. we'll have three shows. the tommy men's show friday, women's on sunday and calvin in the middle of next week also having their major fashion show. it's part of what makes new york city so great. we are inviting the consumer to come and enjoy fashion night on 5th avenue with tommy hilfiger or madison avenue with calvin klein. >> thank you for making one of the best performing stocks we have ever recommended on "mad money." thank you for what you have delivered. >> good to see you. >> thank you. that's the chairman and ceo of pvh corp. >> announcer: coming up, penalty kick? the gridiron is back in action. and the boys of summer are headed into an all important october. it's prime time for sports to shine. but one name is stinking up the locker room. is it lurking in your portfolio? stick around to find out when cramer s
south america, driven by brazil, and asia, driven by china and india are clearly two growth areas for the brands. i think as we look out at 2014 and 2015 there will be huge benefits for us. >> what does fashion night out mean for pvh? >> it's the kickoff to fashion week. we'll have three shows. the tommy men's show friday, women's on sunday and calvin in the middle of next week also having their major fashion show. it's part of what makes new york city so great. we are inviting the...